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Truist Financial

1,541 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 624 increasing their positions, 590 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,5551,541 (-14)

7% less capital invested

Capital invested by funds: $42.4B → $39.5B (-$2.88B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$605M
Puts
$379M
Net Calls
Net Calls Change

Top Buyers

1 +$578M
2 +$247M
3 +$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1476
Plante Moran Financial Advisors
Michigan
$7.12K
HCM
1477
Hollencrest Capital Management
California
$6.91K
GEA
1478
Glen Eagle Advisors
New Jersey
$6.79K
ACM
1479
Anfield Capital Management
California
$6.38K
FGA
1480
Fortis Group Advisors
New Jersey
$6.17K
DSC
1481
Duncker Streett & Co
Missouri
$6.17K
HFS
1482
Hantz Financial Services
Michigan
$6K
MFA
1483
McClarren Financial Advisors
Pennsylvania
$6K
SIS
1484
Strategic Investment Solutions
Illinois
$5.79K
PSFG
1485
Park Square Financial Group
Georgia
$5.6K
DF
1486
Dunhill Financial
United Kingdom
$5.52K
AA
1487
Ancora Advisors
Ohio
$5.31K
CFS
1488
Compass Financial Services
Iowa
$5.14K
TWD
1489
True Wealth Design
Ohio
$5K
SIA
1490
Sit Investment Associates
Minnesota
$5K
FFC
1491
First Financial Corp
Indiana
$4.94K
HHGA
1492
Halbert Hargrove Global Advisors
California
$4.92K
RI
1493
Ridgewood Investments
New Jersey
$4.44K
CWM
1494
Crowley Wealth Management
Delaware
$4.36K
FWM
1495
FSA Wealth Management
Massachusetts
$4.32K
BWM
1496
Bernard Wealth Management
Michigan
$4.2K
GWSG
1497
GPS Wealth Strategies Group
Colorado
$4.2K
PA
1498
Pineridge Advisors
Missouri
$4.12K
DPW
1499
DiNuzzo Private Wealth
Pennsylvania
$4.12K
DWM
1500
Darwin Wealth Management
Florida
$4.08K